Investment Q&A

• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $54.36)
  • $54.36 Cap: $7.19B
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• Brookfield Business Corporation Class A Exchangeable Subordinate Voting Shares (BBUC $42.01)
  • $42.01 Cap: $4.15B
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Q: Which one looks better today for long term price appreciation? Why have the share prices been punished so badly? Are these not great long term assets?
Thanks

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Read Answer Asked by Curtis on October 04, 2023

Q: With the recent market pullback what Canadian stocks do you find particularly attractive?

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Read Answer Asked by Joe on October 04, 2023

• Freeport-McMoRan Inc. (FCX $39.86)
  • $39.86 P/E (TTM): 33.13X Cap: $57.49B
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• Albemarle Corporation (ALB $67.30)
  • $67.30 Cap: $8.03B
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• Sociedad Quimica y Minera S.A. (SQM $36.27)
  • $36.27 P/E (TTM): 15.16X Cap: $10.32B
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• Livent Corporation (LTHM)
  • P/E (TTM): 3.41X Cap: $2.96B
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• Standard Lithium Ltd. (SLI $3.46)
  • $3.46 P/E (TTM): 4.03X Cap: $623M
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Q: Hey Guys,

With a lot of hype and interest in the EV space, Vehicles, Etc. , I am hearing a lot about Copper ,Silver and Lithium moving forward as an Investment Theme...

1. Please provide a few Pure Play Copper, Silver and Lithium Companies you think will be good investments going into this stage...
- Large Caps
- Small Caps with good spec potential

2. If another Sleeper Metal play, in your opinion stands out in this theme, please advise...

Thanks,
M

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Read Answer Asked by michael on October 04, 2023

• Bank of Nova Scotia (The) (BNS $76.43)
  • $76.43 P/E (TTM): 16.04X Cap: $95.44B
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• Brookfield Corporation Class A Limited Voting Shares (BN $92.87)
  • $92.87 P/E (TTM): 234.96X Cap: $152.52B
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Q: Hi,

I think there are a few screaming buys out there. Would you list your top five?

BNS is at a silly price would you say? Back up the truck?

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Read Answer Asked by D on October 04, 2023

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
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Q: So, after the market closed yesterday, PLC announced they were withdrawing any further involvement in the purchase of Carriage. I would have expected today to be a "down" day...due to the perception that PLC would not be "growing" as per their stated 5 year plan of growth by acquisition (my paraphrase).

However, today PLC is up 4%. Is it due to the market being relieved that PLC is better off not having to add debt to their balance sheet?

A bit confused...thanks...Steve

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Read Answer Asked by Stephen on October 03, 2023

• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $4.99)
  • $4.99 Cap: $1.34B
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Q: CEO continues to sell. Does 5i see this as well?

Thx

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Read Answer Asked by blake on October 03, 2023

• Slate Grocery REIT (SGR.UN $14.28)
  • $14.28 P/E (TTM): 15.67X Cap: $862M
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Q: Peter has something happened to slate grocery reit?? Dropping like a rock. Does it have to much debt?? Thanks Ken

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Read Answer Asked by Ken on October 03, 2023

• WELL Health Technologies Corp. (WELL $4.75)
  • $4.75 Cap: $1.17B
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Q: please comment on well news today re acquisition, dilution effect and potential
valuation going forward.

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Read Answer Asked by howard on October 03, 2023

• goeasy Ltd. (GSY $186.00)
  • $186.00 P/E (TTM): 11.92X Cap: $3.07B
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Q: Hello not to scare some investors but can you explain what happened to conseco in 2002-2003 period and why goeasy is not in the same situation now with interest rates going up fast ? Thanks !

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Read Answer Asked by jean on October 03, 2023

• Kimbell Royalty Partners Representing Limited Partner Interests (KRP $14.79)
  • $14.79 P/E (TTM): 163.78X Cap: $1.58B
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• Black Stone Minerals L.P. representing limited partner interests (BSM $12.72)
  • $12.72 P/E (TTM): 13.7X Cap: $2.69B
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Q: Not sure where I heard about these companies, but I made note of them to ask advice on, as they intrigued me...

- Please let me know your thoughts ...

Thanks,
M

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Read Answer Asked by michael on October 03, 2023

• BCE Inc. (BCE $32.00)
  • $32.00 P/E (TTM): 77.45X Cap: $29.91B
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Q: As BCE is hitting 12 month lows and the dividend is approaching 8% what is the likelihood of the dividend being cut?

Thanks

Sheldon

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Read Answer Asked by Sheldon on October 03, 2023

• ECN Capital Corp. (ECN $3.11)
  • $3.11 P/E (TTM): 112.07X Cap: $866M
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Q: Hi there,

I read this morning that Steve Hudson founder of ECN recently purchased 500,000 shares. Would you read anything into this other than his belief in the business?

Thanks!

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Read Answer Asked by Robert on October 03, 2023

• Royal Bank of Canada (RY $181.78)
  • $181.78 P/E (TTM): 19.19X Cap: $253.80B
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• Toronto-Dominion Bank (The) (TD $101.04)
  • $101.04 P/E (TTM): 10.24X Cap: $173.16B
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• Bank of Nova Scotia (The) (BNS $76.43)
  • $76.43 P/E (TTM): 16.04X Cap: $95.44B
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• Canadian Imperial Bank Of Commerce (CM $99.20)
  • $99.20 P/E (TTM): 12.34X Cap: $93.20B
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Q: I have a loss in CM which is matched by an equal gain in TD.
Was thinking to sell both and buying equal amounts of BNS and RY.
All are in a non registered account. Is the tax loss accepted?
Would you recommend any changes back after 30 days?

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Read Answer Asked by Peter on October 03, 2023

• Barrick Mining Corp Com (GOLD)
  • P/E (TTM): 15.74X Cap: $33.05B
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Q: Have not held a gold stock in over 30 years. Quite frankly never made sense to me. However, with the huge amount of debt floating arounds, and, especially in the USA, I am wondering if it might make sense to buy AEM as a hedge: pay a dividend and appear to increase on a regular basis.

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Read Answer Asked by James on October 03, 2023

Q: Good afternoon. I have the following tax loss selling question.

Let assume I sell 1000 shares of BCE on October 1. To avoid the superficial loss rule, I will wait 30 days to buy it back. Let’s assume this is November 1.

Then on October 15th, I sell another 1000 shares of BCE. As per the above, I will buy them back on November 15th.

The question I have is as follows - If I buy back the 1000 shares of BCE as planned on November 1st from the first tax loss sale, will this compromise my ability to claim a loss from the second sales of BCE shares on the 15th?

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Read Answer Asked by Trevor on October 03, 2023

• Bank of Nova Scotia (The) (BNS $76.43)
  • $76.43 P/E (TTM): 16.04X Cap: $95.44B
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• BCE Inc. (BCE $32.00)
  • $32.00 P/E (TTM): 77.45X Cap: $29.91B
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Q: Hello, I own both these stocks, down substantially, I am down 22% on BNS and 16% with BCE. All things remaining equal, would you be comfortable averaging down on the these stocks ?

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Read Answer Asked by Robbie on October 03, 2023

• Neighbourly Pharmacy Inc. (NBLY $18.60)
  • $18.60 Cap: $833M
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Q: Big Surprise this AM with T/O proposal of NBLY. Or, was it? Pretty large premium so no competitive offers likely? Would appreciate your perspective.

Thank you kindly,

Geoffrey

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Read Answer Asked by Geoffrey on October 03, 2023

• Neighbourly Pharmacy Inc. (NBLY $18.60)
  • $18.60 Cap: $833M
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Q: Do you think NBLY represents a reasonable arbitrage opportunity?

Thank-you!

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Read Answer Asked by Stephen on October 03, 2023

• Element Fleet Management Corp. (EFN $36.83)
  • $36.83 P/E (TTM): 27.37X Cap: $14.89B
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Q: Hi - how will EFN do in a recession? Is it structured to do well (relatively speaking)?

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Read Answer Asked by Doug on October 03, 2023

• Brookfield Infrastructure Partners L.P. (BIP.UN $42.51)
  • $42.51 P/E (TTM): 522.13X Cap: $28.23B
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• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $54.36)
  • $54.36 Cap: $7.19B
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Q: Any reason for the relentless sell down of the BIPC.UN/BIPC combo today (and of late as well)? Looks like some fund is either accumulating, or making a play for this Brookfield unit. You opinion?

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Read Answer Asked by Victor on October 03, 2023